Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Type of the contracting authority

Regional or local authority

I.3)Main activity

General public services

I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: yes

South Northamptonshire Council, Associated Companies of Cherwell District Council and Associated Companies of South Northamptonshire Council

Section II: Object of the contract

II.1)Description

II.1.1)Title attributed to the contract by the contracting authority:

Provision of of Private Pension Services.

II.1.2)Type of contract and location of works, place of delivery or of performance

ServicesService category No 6b:

NUTS code UKJ14,UKF23

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves a public contract

II.1.4)Information on framework agreement

II.1.5)Short description of the contract or purchase(s)

Cherwell District Council and South Northamptonshire Council (collectively known as the Authorities) and any associate companies and other subsidiaries of the Authorities whether owned jointly or separately and any other wholly or partly owned companies (collectively known as the Companies) are seeking a joint procurement for The Provision of Private Pension Services (the Service’) via the Open Procedure, whereby all those expressing an interest are requested to provide a full tender submission, in accordance with this Invitation to Tender packIt is the intention that the Contract will be used by any associate Companies and other subsidiaries of the Authorities whether owned jointly or separately and any other wholly or partly owned companies set-up by the Authorities qualifying for a 'Teckal'. Whilst the Authorities are running this procurement exercise any contractual agreement will be entered into by the Companies and not the Authorities.In order to continue to deliver the best services for residents the Authorities have created a new operating model. One the characteristics of the operating model is the delivery of services through Council owned Companies, such as but not limited to Teckal Companies. The Companies will contain staff that have been TUPE’d from the Authorities as well as a number of new employees, the indicative number is indicated further on in this specification. The new employees will join the private sector pensions scheme and the TUPE’d staff will have the option to opt into the scheme at any time.These Companies will have far better flexibilities for selling their services to other public sector bodies. The Companies will also benefit from a different reward and recognition scheme that will be unique from that of the Authorities.In order to finance these rewards and recognitions it is the intention that any new staff employed by the Companies will be subject to a private pension scheme with the option of to opt in by TUPE’d staff from the Authorities. This will allow the Companies to provide a higher level of incentives to staff that mirror those offered by the private sector.The Companies intend to enter into a contract for a period of 5 years with the option to extend at the sole discretion of the Companies by a further 7 years with the option, purely at the discretion of the Companies to extend the contract by up to 7 years in annual increments (5+1+1+1+1+1+1+1). Therefore a contract of 12 years could be entered into. Each Company will enter into a contract of their own.In order to participate in this Procurement exercise you will need to register, download the relevant documents and submit them before the submission deadline.These documents can be found at the tender portal:

The contract is covered by the Government Procurement Agreement (GPA): yes

II.1.8)Lots

This contract is divided into lots: no

II.1.9)Information about variants

Variants will be accepted: no

II.2)Quantity or scope of the contract

II.2.1)Total quantity or scope:

It is the intention that the Contract will be used by any associate Companies and other subsidiaries of the Authorities whether owned jointly or separately and any other wholly or partly owned companies set-up by the Authorities qualifying for a ‘Teckal’. Whilst the Authorities are running this procurement exercise any contractual agreement will be entered into by the Companies and not the Authorities.The Authorities and Companies are seeking to appoint a Group Personal Pension or Master Trust provider to operate a Defined Contribution (‘DC’) pension scheme for all future contributions. The successful Bidder will be determined based on the proposition which best meets the needs of the Authorities and Companies. It is intended that the contract be as flexible as possible and therefore allow new employees to enter the pension scheme as required. The contract should also be flexible in relation to the agreed contribution levels of Employees and Employer and therefore should be able to change as a direct impact of minimum statutory requirement and the needs of the authorities.The Contracting Authorities within the scope of this procurement therefore include the following:1. The Authorities;2. Any corporation established, or a group of individuals appointed to act together, for the specific purpose of meeting needs in the general interest, not having an industrial or commercial characters, and:a. financed wholly or mainly by another Contracting Authority listed above in this section 1 of this Specification;b. subject to management supervision by another Contracting Authority listed above in this section 1 of this Specification;c. more than half of the board of directors or members of which, or, in the case of a group of individuals, more than half of those individuals, are appointed by another Contracting Authority listed above in this section 1 of this Specification; ord. an association of, or formed by one or more of, the Contracting Authorities listed above in this section 1 of this Specification.3. The current list of Companies includes, but is not limited to:a. A Services Teckal Company (initially Revenues and Benefits).b. A Trading Company.c. A Housing and Regeneration Company is also being considered.d. Graven Hill Village Development CompanyThe Value of this OJEU Notice is the total value of the employees' wages over a 12 year period and is not the value that any potential contractor could receive. This information has been calculated looking at the predicted budget for employees by the Authorities.Additional information on the scope of this procurement can be found in the procurement documentation.Estimated value excluding VAT: Range: between 30 000 000 and 40 000 000 GBP

II.2.2)Information about options

Options: yesDescription of these options: The Companies intend to enter into a contract for a period of 5 years with the option to extend at the sole discretion of the Companies by a further 5 years with the option, purely at the discretion of the Companies to extend the contract by up to 7 years in annual increments (5+1+1+1+1+1+1+1).

II.2.3)Information about renewals

This contract is subject to renewal: yesNumber of possible renewals: Range: between 5 and 12